Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Washington Capital Management, Inc.
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 107 retirement plans with 100 or more participants reported paying Washington Capital Management, Inc. $5,000 or more. Those plans cover 1,023,293 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $39.9M. Per plan, the median was $29.96 per participant, with the middle half of plans between $17.24 and $57.68. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in California (26), Washington (25) and Illinois (12).
In 2009 it appeared on 59 such filings; in 2024, 114 (up 93%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $17.24 | $29.96 | $57.68 |
| Compensation as a share of plan net assets | 0.02% | 0.04% | 0.07% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Pacific Coast Benefits Trust Fund | Board of Trustees, Pacific Coast Benefits Trust Fund | WA | 176,003 | $838M | $793K |
| Western States Carpenters Pension Plan | Joint Board of Trustees Western States Carpenters Pension Plan | CA | 139,574 | $11.3B | $2.2M |
| N. Atlantic States Carp. Pension Fund | Bot of the North Atlantic States Carpenters Pension Fund | MA | 45,727 | $4.91B | $571K |
| Pension Trust Fund for Operating Engineers | Board of Trustees, Pension Trust Fund for Operating | CA | 45,574 | $5.40B | $2.2M |
| Operating Engineers Pension Trust | Board of Trustees, Operating Engineers Pension Trust | CA | 40,018 | $3.65B | $6.5M |
| Central Pennsylvania Teamsters Defined Benefit Plan | Central Pennsylvania Teamsters Pension Fund, Trustees | PA | 25,602 | $1.49B | $958K |
| N. Atlantic States Carp. Guaranteed Annuity Fund | Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund | MA | 23,724 | $3.70B | $689K |
| SEIU Local 1 & Participating Employers Pension Trust | Trustees of SEIU Local 1 & Participating Employers Pension Trust | IL | 23,447 | $773M | $145K |
| Operating Engineers' Local 324, Defined Contribution Pension Plan | Joint Board of Trustees, Operating Engineers Local 324, DC | MI | 20,636 | $248M | $98K |
| Western Washington Laborers-Employers Pension Plan | Bot, Western Wa Laborers-Employers Pension Trust | WA | 19,989 | $1.47B | $2.3M |
| Locals 302 & 612 of the IUOE - Employers Construction Industry Retirement Plan | Board of Trustees, Locals 302 & 612 of the IUOE - | WA | 19,582 | $3.33B | $2.8M |
| Southern California Ibew-Neca Pension Plan | Board of Trustees, Southern California Ibew-Neca | CA | 18,310 | $1.58B | $1.3M |
| Southern California Pipe Trades Retirement Fund | Southern California Pipe Trades Retirement Fund | CA | 15,360 | $1.58B | $584K |
| Pipe Fitters Retirement Fund, Local 597 | Trustees of Pipe Fitters Retirement Fund Local 597 | IL | 14,689 | $3.00B | $496K |
| Southern States Savings & Retirement Plan Trust | Southern States Savings & Retirement Plan Trust | FL | 13,898 | $193M | $106K |
| Sheet Metal Workers Pension Plan of Northern California | Sheet Metal Workers Pension Trust | CA | 12,741 | $1.57B | $853K |
| Operating Engineers Local No. 825 Pension Fund | Operating Engineers Local No. 825 Pension Fund | NJ | 11,674 | $1.19B | $58K |
| Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada | Board of Trustees, Sheet Metal Workers' Pension Plan | CA | 11,552 | $1.42B | $607K |
| Alaska Electrical Pension Plan | Joint Board of Trustees Alaska Electrical Pension Fund | AK | 11,263 | $2.04B | $675K |
| IUOE Stationary Engineers Local 39 Pension Plan | Bot of IUOE Stationary Engineers Local 39 Pension Plan | CA | 10,962 | $1.95B | $388K |
| Wa State Plumbing and Pipefitting Industry Pension Plan | Bot, Wa State Plumbing and Pipefitting Industry Pension Plan | WA | 10,360 | $1.26B | $1.1M |
| Unite Here! Local 54 Severance Fund | Jt. Bd. of Trustees of the Unite Here! Local 54 | NJ | 9,882 | $40.6M | $22K |
| Laborers' District Council Construction Industry Pension Fund | Laborers' District Council Construction Industry Pension Fund | PA | 9,405 | $1.23B | $160K |
| Bay Area Painters & Tapers Pension Trust | Bay Area Painters & Tapers Pension Trust | CA | 9,085 | $699M | $217K |
| Puget Sound Electrical Workers Pension Plan | Board of Trustees, Puget Sound Electrical Workers Pension Trust | WA | 8,704 | $1.31B | $1.4M |
| Western Washington Painters Defined Contribution Pension Plan | Board of Trustees, W. Wa Painters Defined Contribution Pension Plan | WA | 8,264 | $262M | $646K |
| Central Pennsylvania Teamsters Retirement Income Plan 1987 | Central Pennsylvania Teamsters Pension Fund, Trustees | PA | 8,238 | $795M | $425K |
| Edison Pension Plan | Board of Trustees, Edison Pension Trust | OR | 8,208 | $1000M | $245K |
| Ironworkers District Council of the Pacific NW Field Ironworkers Annuity Trust Fund | Ironworkers District Council of the Paci Field Ironworkers Annuity Tru | WA | 7,937 | $589M | $465K |
| Local 282 Pension Trust Fund | Board of Trustees of Local 282 | NY | 7,375 | $1.35B | $213K |
| Hawaii Carpenters Financial Security Fund | Hawaii Carpenters Financial Security Fund | HI | 7,254 | $661M | $193K |
| Northwest Ironworkers Retirement Plan | Northwest Ironworkers Retirement Plan Board of Trustees | WA | 7,196 | $851M | $621K |
| Automotive Machinists Pension Plan | Automotive Machinists Pension Trust | WA | 7,159 | $843M | $219K |
| San Diego Electrical Pension Plan | San Diego Electrical Pension Trust | CA | 7,024 | $558M | $513K |
| Oregon Laborers-Employers Pension Plan | Trustees Oregon Laborers - Employer Pension Plan | OR | 6,774 | $448M | $158K |
| Cement Masons Southern California Pension Trust | Board of Trustees, Cement Masons Southern California | CA | 6,736 | $279M | $49K |
| Western Washington U.A. Supplemental Pension Plan | Board of Trustees of the Western Wa U.A. Supplemental Pension Plan | WA | 6,517 | $661M | $134K |
| UA Local 290 Plumber, Steamfitter & Shipfitter Pension Plan | Board of Trustees, United Association Union Local No. | OR | 6,486 | $1.26B | $1.1M |
| San Diego County Construction Laborers' Pension Trust Fund | Board of Trustees, San Diego County Construction | CA | 6,461 | $515M | $309K |
| Hawaii Laborers' Annuity Fund | Hawaii Laborers' Annuity Fund | HI | 6,407 | $305M | $117K |
Questions and answers
How many plans does Washington Capital Management, Inc. serve?
107 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Washington Capital Management, Inc.?
The median plan reported $29.96 per participant in direct and indirect compensation (107 plans reporting an amount), or 0.04% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment management (91 plans), Investment advisory (plan) (2 plans), Custodial (securities) (1 plans) and Securities brokerage (1 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.